Dynamic Advisor Solutions

Q: What is Dynamic Advisor Solutions's company size?

Dynamic advisor solutions has 11 - 50 people working.

Investment Management

Specialities :

Ria back office

Compliance and investment management

Alternative investments

Practice management

Custodians

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

Dynamic Advisor Solutions is a professional services provider for successful wealth advisors who desire to take their practices to the next level. With Dynamics complete business solution, myVirtualPracticeTM, focus on your clients, grow your business and live the life youve always wanted. Investment advisory services are offered through Dynamic Advisor Solutions, LLC dba Dynamic Wealth Advisors. Dynamic Advisor Solutions, LLC is an SEC registered investment adviser. Dynamic provides the people, resources and technology wealth advisors need to create efficiencies so they can focus on providing exceptional client experiences. Supporting successful advisory practicesboth IARs and RIAsacross the U.S. and serving thousands of wealth clients, Dynamic delivers myVirtualPracticeTM. This cloud-based, customizable solution offers front, middle and back office support, integrated platform, compliance, portfolio management, practice consulting and concierge administrative services. F...

Contact Information

Phoenix , Arizona , United States

dynamicadvisorsolutions.com

Dynamic Advisor Solutions Org Chart

Employees

Total Employees:
22

Top Contacts:
1

C-Level 0	VP - Level-
Director-	Manager1
Others23

Employees Working At Dynamic Advisor Solutions

Tanya Escobedo

Director

Heather Jackson

Team Lead Concierge

Kathleen Murray

Wealth Manager

Jennifer DeGroat

Senior Manager Advisor Support

Shariss Tritschler

Manager Advisor Relations

Dynamic Advisor Solutions Email Formats

Buyer Intent

Pain Points	Locations	Technologies
BI	United States	media, financial, compliance, e, analytics, measurement, presence
CRM Implementation	United States	media, financial, compliance, e, analytics, measurement, presence
Compliance	United States	media, financial, compliance, e, analytics, measurement, presence
Content Writing	United States	media, financial, compliance, e, analytics, measurement, presence
Database Administration	Greater Phoenix Area	financial, communication

Trigger

Tech Stack Used By Dynamic Advisor Solutions

A quick view of products employed by Dynamic Advisor Solutions

Google analytics

Access

Animate

List of technologies used by Dynamic Advisor Solutions

Analytics

Communication

Compliance

Financial

Measurement

Languages Used By Dynamic Advisor Solutions